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Upload a file to support transactions

Raise a journal and you can upload any file type (.pdf, .xls, .doc etc) of workings to support your entry. Files can also be uploaded to support customer, invoice, supplier, purchase etc entries, but crucially not .xls (spreadsheet) files. No file...
Guest over 3 years ago in IRIS KashFlow / Uncategorised 0 New

CIS reverse change not to be applied to the full invoice value

Not all items on a contractor's invoice are subject to CIS charge - eg parking. Other financial packages allow to differentiate the treatment
Guest over 3 years ago in IRIS KashFlow / Purchases 0 New

Provide different access levels for users within the agent's staff

We need a multi-tier access level because not all of our staff have the same levels of competency. Some have particular functions, such as invoicing for clients and doing credit control on behalf of the client, however they don't need to view or m...
Guest almost 7 years ago in IRIS KashFlow Connect / Settings 3

Allow bulk delete on transactions imported to Kashflow and a save feature for matching transactions

A few time now i have uploaded my bank statements into Kashflow and i have finished work or have not had enough time to match all transactions off and when you have over 800+ it can take a while so by allowing you to save it and come back to it wo...
Guest almost 7 years ago in IRIS KashFlow / Bank 0 Will not implement

Company Details

Industry Sector - I have been advised to contact you today - as we have had an issue with a popup and apparently it relates to the industry sector 3 x fields - we didn't populate one as it didn't apply to our business, maybe you could pop a 'doesn...
Guest almost 7 years ago in IRIS KashFlow / Uncategorised 1 Will not implement

EU IOSS VAT Scheme

So from 1st July 2021, the EU expects ALL businesses to register for IOSS and collect VAT according to the location of their customer - although this is strictly optional. Kashflow still fails to deal with sales from the UK to the EU correctly - w...
Rich Mellor over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

VAT liability is present on the dashboard. Can we please have CIS (Construction Industry Scheme) tax liability in the same way.

If you are in the construction industry, CIS (tax from subcontractors collected on behalf of HMRC) is just as important as VAT!! Please can we see the 'liability' on the dashboard.
Guest almost 7 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

Invoice and Purchase Orders should have Line Item Numbers

When discussing Invoices and Purchase Orders with Suppliers and Customers it would be useful to have Line Item numbers so as to easily identify individual items. This is required where invoices etc are very complex.
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Ability to reorder or move line items in Invoices and Purchase Orders

It would be useful to be able to reorder or move line items on both Invoices and Purchase Orders - I often have a lot of identical items but waste time having to retype to ensure there is sectional consistency/grouping
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Already exists

Remittance Sent

When you're on a supplier record and have sent the remittance there's no record to show that you've done it. This is really frustrating when you are changing screens and paying lots of people as you can't always remember if you've done it and can ...
Guest almost 7 years ago in IRIS KashFlow / Suppliers 0 Acknowledged